Book a meeting (Calendly)

Book a meeting overview

The Calendly booking power-up puts your Calendly booking form inside the chat. When a visitor asks for a demo, a call or an intro chat, the bot opens your event's own Calendly form right in the conversation, with the visitor's name and email already filled in. They pick a time, book, and the bot picks the conversation straight back up.

What this power-up does not do

Calendly's scheduling API is a paid add-on, so this power-up deliberately does not use it. That means:

• The bot cannot read your availability. It never lists times in the conversation and never says "how about Tuesday at 3?". It opens the form and lets Calendly answer that.
• The bot cannot cancel or reschedule. Calendly's confirmation email carries the reschedule and cancel links, and the bot points visitors there.
• The bot cannot look a booking up afterwards. It knows a booking happened because the form told the chat so, and acknowledges it. It does not read anything back from Calendly.

If you want the bot to offer times in the conversation, book them itself and cancel them on request, use the Cal.com booking power-up instead.

Setting it up

1. Add the Book a meeting (Calendly) power-up to your bot.
2. Paste your event link into Event link — the same URL you would normally share, for example https://calendly.com/your-name/intro-call. The bare your-name/intro-call path works too.
3. Edit the Description so your bot knows when to offer a meeting. This is the single biggest influence on whether the power-up gets used. Something like "Use this when the visitor wants a demo, a call or an intro chat, or asks when we are free" works well.
4. Save.

What visitors see

In the web widget the bot opens your Calendly form inside the chat, sized to the widget and matched to its light or dark theme. The visitor's name and email are prefilled from whatever the conversation already knows, so most people only have to pick a time. When they finish, the card reports the booking back into the conversation and the bot thanks them in a sentence.

On Slack, WhatsApp, Telegram, email and the API there is no form to embed, so the bot sends the booking link — prefilled in the same way — and asks the visitor to finish there. It is the same event and the same booking; only the presentation changes.

Tracking bookings back to a conversation

Every link and embed this power-up builds carries two UTM parameters: utm_source=chatthing and utm_content=chatthing:<conversation id>. Calendly records those against the scheduled event, so bookings that came from your bot are visible in Calendly and in whatever analytics you already point at it.

They are plain tracking parameters — nothing private travels in them, and they do not change what the visitor sees.

Changing or cancelling a booking

Ask the bot and it will tell you honestly that it cannot. Calendly's own confirmation email carries the reschedule and cancel links, and that is where the bot sends visitors. Nothing the bot does can change a booking that Calendly has already made.